Forbes Financial Planning

Latest statistics and disclosures from Forbes Financial Planning's latest quarterly 13F-HR filing:

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Positions held by Forbes Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Forbes Financial Planning

Companies in the Forbes Financial Planning portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.4 $9.2M 20k 453.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.6 $6.9M -11% 87k 79.55
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 8.5 $6.8M +20% 114k 59.69
Vanguard Specialized Funds Div App Etf (VIG) 8.4 $6.7M -2% 42k 162.06
Ishares Tr Sp Smcp600vl Etf (IJS) 7.1 $5.7M 55k 102.47
Ishares Tr Tips Bd Etf (TIP) 7.0 $5.7M +23% 46k 124.37
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 6.9 $5.5M +8% 78k 71.07
Apple (AAPL) 5.8 $4.6M 27k 174.65
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 5.7 $4.6M -4% 92k 49.54
Select Sector Spdr Tr Technology (XLK) 4.9 $3.9M 25k 158.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.8 $3.0M 6.7k 451.27
Ishares Tr S&P SML 600 GWT (IJT) 3.7 $3.0M 24k 125.69
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.6 $2.9M +4% 12k 245.23
Ishares Core Msci Emkt (IEMG) 3.2 $2.6M -17% 47k 55.20

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Select Sector Spdr Tr Energy (XLE) 2.6 $2.1M +2% 28k 76.37
Ishares Tr Msci Emg Mkt Etf (EEM) 1.3 $1.1M -20% 24k 45.21
Spdr Ser Tr S&p Divid Etf (SDY) 1.1 $884k 6.9k 128.26
Microsoft Corporation (MSFT) 0.9 $697k +13% 2.3k 307.73
Truist Financial Corp equities (TFC) 0.8 $669k 12k 56.69
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $612k +9% 3.5k 176.47
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $484k -8% 3.5k 137.03
Amazon (AMZN) 0.6 $473k 145.00 3262.07
Ishares Tr Core Div Grwth (DGRO) 0.5 $441k +18% 8.3k 53.44
Ishares Tr U.s. Utilits Etf (IDU) 0.4 $314k 3.5k 90.99
Vanguard Index Fds Growth Etf (VUG) 0.3 $263k 914.00 287.75
Walt Disney Company (DIS) 0.3 $256k 1.9k 137.71
Vanguard Index Fds Value Etf (VTV) 0.3 $255k 1.7k 148.17
Southern Company (SO) 0.3 $254k 3.5k 72.61
Ark Etf Tr Innovation Etf (ARKK) 0.3 $245k NEW 3.6k 67.59
Visa Com Cl A (V) 0.3 $208k 939.00 221.51

Past Filings by Forbes Financial Planning

SEC 13F filings are viewable for Forbes Financial Planning going back to 2021